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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
CUSIP 33736Q104

FIRST TR NASDAQ ABA CMNTY BK

80 institutions · $55.5M total · 1,039,908 shares

#ManagerSharesValue% of TotalPeriod
1WELLS FARGO & COMPANY/MN106,126$6.0M10.20%2025-12-31
2MORGAN STANLEY101,010$5.7M9.71%2025-12-31
3BANK OF AMERICA CORP /DE/81,577$4.6M7.84%2025-12-31
4Royal Bank of Canada70,687$4.0M6.79%2025-12-31
5Lumbard & Kellner, LLC57,243$3.2M5.50%2025-12-31
6SUSQUEHANNA INTERNATIONAL GROUP, LLP51,616$2.9M4.96%2025-12-31
7Graves Light Lenhart Wealth, Inc.57,813$2.8M5.55%2024-03-31
8UBS Group AG43,395$2.5M4.17%2025-12-31
9GOLDMAN SACHS GROUP INC40,389$2.3M3.88%2025-12-31
10TRUIST FINANCIAL CORP38,713$2.2M3.72%2025-09-30
11LPL Financial LLC30,755$1.7M2.95%2025-12-31
12Independent Advisor Alliance30,352$1.7M2.91%2024-12-31
13TWO SIGMA INVESTMENTS, LP28,800$1.6M2.76%2025-12-31
14Private Advisory Group LLC26,999$1.4M2.59%2024-09-30
15Keeley-Teton Advisors, LLC24,200$1.3M2.32%2025-03-31
16Nilsine Partners, LLC21,911$1.2M2.10%2025-09-30
17AMERIPRISE FINANCIAL INC17,477$924.3K1.68%2024-09-30
18GAMCO INVESTORS, INC. ET AL15,850$898.1K1.52%2025-12-31
19STIFEL FINANCIAL CORP12,313$691.4K1.18%2025-09-30
20Cetera Investment Advisers9,011$510.6K0.86%2025-12-31
21Belvedere Trading LLC9,700$507.1K0.93%2025-03-31
22SIGNET FINANCIAL MANAGEMENT, LLC8,933$506.1K0.85%2025-12-31
23Element Wealth, LLC8,954$502.8K0.86%2025-09-30
24Cutler Capital Management, LLC8,587$486.6K0.82%2025-12-31
25Raymond James Financial Services Advisors, Inc.8,551$452.2K0.82%2024-09-30
26CITADEL ADVISORS LLC7,455$422.4K0.71%2025-12-31
27RAYMOND JAMES FINANCIAL INC6,868$389.2K0.66%2025-12-31
28JANE STREET GROUP, LLC6,715$364.0K0.64%2025-06-30
29Sound Income Strategies, LLC6,142$363.8K0.59%2025-12-31
30WMG Financial Advisors, LLC6,142$344.9K0.59%2025-09-30
31SPINNAKER TRUST5,745$325.5K0.55%2025-12-31
32Baird Financial Group, Inc.6,038$315.7K0.58%2025-03-31
33COMMONWEALTH EQUITY SERVICES, LLC5,065$287.0K0.48%2025-12-31
34Mach-1 Financial Group, LLC4,130$229.5K0.39%2024-12-31
35Blueprint Investment Partners LLC4,055$225.3K0.38%2024-12-31
36Simplicity Wealth,LLC4,055$225.3K0.38%2024-12-31
37ADVISOR GROUP HOLDINGS, INC.3,797$215.2K0.36%2025-12-31
38Waverly Advisors, LLC3,746$210.3K0.36%2025-09-30
399258 Wealth Management, LLC3,946$208.7K0.37%2024-09-30
40HARBOUR INVESTMENTS, INC.2,096$118.8K0.20%2025-12-31
41Kestra Advisory Services, LLC1,287$72.9K0.12%2025-12-31
42THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.810$45.9K0.07%2025-12-31
43HHM Wealth Advisors, LLC785$44.5K0.07%2025-12-31
44PRIVATE TRUST CO NA700$36.6K0.06%2025-03-31
45ICA Group Wealth Management, LLC691$34.4K0.06%2024-03-31
46Independence Bank of Kentucky500$28.3K0.04%2025-12-31
47ROCKY MOUNTAIN ADVISERS, LLC460$26.1K0.04%2025-12-31
48Rockefeller Capital Management L.P.445$25.2K0.04%2025-12-31
49Steward Partners Investment Advisory, LLC380$21.5K0.03%2025-12-31
50Global Retirement Partners, LLC384$20.8K0.03%2025-06-30
51INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC310$17.6K0.02%2025-12-31
52Creekmur Asset Management LLC327$15.0K0.03%2024-06-30
53Register Financial Advisors LLC307$14.1K0.02%2024-06-30
54NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO263$13.8K0.02%2025-03-31
55Dunhill Financial, LLC222$12.6K0.02%2025-12-31
56Luken Investment Analytics, LLC268$12.3K0.02%2024-06-30
57UMB Bank, n.a.200$11.3K0.01%2025-12-31
58US BANCORP \DE\191$10.6K0.01%2024-12-31
59BLAIR WILLIAM & CO/IL150$8.5K0.01%2025-12-31
60PROFFITT & GOODSON INC148$8.3K0.01%2025-09-30
61FMR LLC135$7.3K0.01%2025-06-30
62COMERICA BANK117$6.6K0.01%2025-12-31
63Stonebridge Financial Group, LLC126$6.6K0.01%2025-03-31
64PRINCIPAL SECURITIES, INC.116$6.4K0.01%2025-03-31
65ASSETMARK, INC104$5.9K0.01%2025-12-31
66JPMORGAN CHASE & CO64$3.2K0.00%2024-12-31
67NewEdge Advisors, LLC55$3.1K0.00%2025-12-31
68NBC SECURITIES, INC.45$2.6K0.00%2025-12-31
69Farther Finance Advisors, LLC35$2.0K0.00%2025-12-31
70Ronald Blue Trust, Inc.35$2.0K0.00%2025-09-30
71Virtu Financial LLC13,288$7531.27%2025-12-31
72Tower Research Capital LLC (TRC)13$7370.00%2025-12-31
73Cambridge Investment Research Advisors, Inc.12,709$7201.22%2025-12-31
74Qube Research & Technologies Ltd8$4530.00%2025-12-31
75Greenwich Wealth Management LLC6,994$3960.67%2025-12-31
76Janney Montgomery Scott LLC5,677$3190.54%2025-09-30
77MML INVESTORS SERVICES, LLC4,301$2250.41%2025-03-31
78Beacon Capital Management, Inc.1$490.00%2025-12-31
79AlphaMark Advisors, LLC300$170.02%2024-12-31
80CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30